Larson Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
10,947
+8,118
| +287% | +$2.66M | 0.14% | 140 |
|
|
2025
Q1 | $887K | Buy |
2,829
+25
| +0.9% | +$7.84K | 0.04% | 287 |
|
|
2024
Q4 | $977K | Buy |
2,804
+81
| +3% | +$28.2K | 0.05% | 247 |
|
|
2024
Q3 | $882K | Buy |
2,723
+282
| +12% | +$91.3K | 0.05% | 242 |
|
|
2024
Q2 | $676K | Buy |
2,441
+334
| +16% | +$92.5K | 0.05% | 229 |
|
|
2024
Q1 | $621K | Buy |
2,107
+47
| +2% | +$13.8K | 0.05% | 204 |
|
|
2023
Q4 | $494K | Sell |
2,060
-9
| -0.4% | -$2.16K | 0.04% | 223 |
|
|
2023
Q3 | $473K | Buy |
2,069
+935
| +82% | +$214K | 0.05% | 202 |
|
|
2023
Q2 | $278K | Sell |
1,134
-37
| -3% | -$9.07K | 0.03% | 265 |
|
|
2023
Q1 | $280K | Buy |
1,171
+69
| +6% | +$16.5K | 0.03% | 275 |
|
|
2022
Q4 | $267K | Sell |
1,102
-28
| -2% | -$6.78K | 0.03% | 262 |
|
|
2022
Q3 | $230K | Buy |
1,130
+614
| +119% | +$125K | 0.03% | 260 |
|
|
2022
Q2 | $100K | Hold |
516
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $106K | Hold |
516
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $113K | Buy |
516
+483
| +1,464% | +$106K | 0.02% | 256 |
|
|
2021
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $9K | Hold |
33
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 536 |
|
|
2020
Q3 | $7K | Buy |
33
+1
| +3% | +$212 | ﹤0.01% | 477 |
|
|
2020
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 346 |
|
|
2019
Q3 | $5K | Buy |
32
+1
| +3% | +$156 | ﹤0.01% | 361 |
|
|
2019
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 292 |
|